Established Wealth Management & Financial Advisory Practice - Georgetown, SD

Georgetown, South Dakota

About This Business

This well-respected financial services firm has built a strong foundation in Georgetown and the surrounding communities over 27 years of operations. With $2.7M in annual revenue and a healthy $188K cash flow, the business demonstrates consistent profitability and client loyalty. The practice specializes in personalized wealth management, investment advisory, and financial planning services, serving a diverse client base including individuals, small business owners, and local institutions. The established reputation and client relationships provide an excellent foundation for growth under new ownership. The company operates with a lean, experienced team of 14 professionals including certified financial planners, investment specialists, and administrative staff. The business benefits from stable recurring revenue streams, a robust client management system, and established banking relationships. The Georgetown market location provides access to affluent clients while maintaining lower operational costs compared to urban centers. The owner is transitioning to pursue other entrepreneurial ventures and is offering this turnkey operation at an attractive valuation. This represents an excellent acquisition opportunity for a financial services professional seeking to expand their practice or an investor looking for an established, profitable business with strong cash flow generation and minimal growth capital requirements.

Financial Details

Business Details